Create a narrative

Ulta Beauty Community

NasdaqGS:ULTA Community

3 Narratives written by author
0 Comments on narratives written by author
144 Fair Values set on narratives written by author

Create a narrative

N3

Community Contributor

Ulta Beauty will hold its own with lowest ever 13x P/E before growth slows

Ulta, the other company I was thinking of cutting, has a surprisingly favorable relative valuation in the beauty retail space. It has decent margins and actually is able to direct decent amounts of buybacks.

US$427.41

FV

21.5% overvalued

4.50%

Revenue growth p.a.

2

0

3

5 months ago

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 23 Analysts

Launching Beyoncé's Hair Care And Enhancing Digital Capabilities Will Deepen Guest Engagement In Future

Key Takeaways Expanding brand offerings and digital enhancements are key to driving growth through increased customer engagement and revenue. Cost optimization and operational efficiencies aim to boost margins and long-term profitability.

US$483.84

FV

7.3% overvalued

4.57%

Revenue growth p.a.

1

0

70

6 days ago

AN

AnalystLowTarget

AnalystLowTarget

Consensus Narrative from 23 Analysts

Heightened Beauty Competition Will Trigger Cost Pressures And Expansion

Key Takeaways Intensifying competition and macroeconomic uncertainties could lead to slower revenue growth and potential market share loss for Ulta Beauty. Planned investments and rising inflation are expected to pressure operating margins and earnings growth.

US$300.00

FV

73.1% overvalued

3.93%

Revenue growth p.a.

0

0

1

2 months ago